We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
76
Larson Financial Group
Missouri
$12.7M +$1M +43,653 +9%
HG
77
Harbor Group
New Hampshire
$12.6M -$120K -5,244 -1%
FC
78
Financial Consulate
Maryland
$12.6M -$8.27M -361,107 -42%
OWA
79
Opal Wealth Advisors
New York
$12.6M -$279K -12,171 -2%
CPIG
80
Chicago Partners Investment Group
Illinois
$12.6M +$1.21M +52,689 +12%
Goldman Sachs
81
Goldman Sachs
New York
$12.5M +$391K +17,082 +4%
PAI
82
Pittenger & Anderson Inc
Nebraska
$12.4M -$41.6K -1,815 -0.4%
KBFS
83
Kohmann Bosshard Financial Services
Ohio
$12.3M -$173K -7,545 -2%
OFG
84
Omega Financial Group
California
$12.2M -$135K -5,907 -1%
TSWM
85
Triangle Securities Wealth Management
North Carolina
$12.1M -$37.9K -1,653 -0.3%
HNW
86
High Note Wealth
Minnesota
$12.1M +$204K +8,883 +2%
BSAM
87
Blue Square Asset Management
New York
$12M +$2.64M +115,107 +32%
JIC
88
Johnson Investment Counsel
Ohio
$12M +$26.5K +1,158 +0.2%
LIM
89
Leavell Investment Management
Alabama
$12M -$306K -13,356 -3%
Osaic Holdings
90
Osaic Holdings
Arizona
$12M -$2.02M -87,978 -16%
EL
91
Essex LLC
Illinois
$11.9M +$3.75M +163,677 +53%
MIA
92
Milestone Investment Advisors
Wisconsin
$11.7M -$597K -26,076 -5%
TLP
93
Trinity Legacy Partners
Texas
$11.6M +$1.44M +62,880 +16%
MML Investors Services
94
MML Investors Services
Massachusetts
$11.5M +$326K +14,232 +3%
SFA
95
Seneca Financial Advisors
New York
$11.5M -$83.2K -3,633 -0.8%
KCPG
96
Kavar Capital Partners Group
Kansas
$11.3M +$5.52M +241,098 +115%
FTS
97
Fifth Third Securities
Ohio
$10.9M +$271K +11,817 +3%
VNA
98
Valley National Advisers
Pennsylvania
$10.9M +$71K +3,099 +0.7%
VFPW
99
Vantage Financial Partners (Wisconsin)
Wisconsin
$10.8M +$1.22M +53,172 +14%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$10.8M -$1.21M -52,710 -11%